Boston Partners increased its position in shares of The Hackett Group, Inc. (NASDAQ:HCKT – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 533,948 shares of the business services provider’s stock after buying an additional 9,477 shares during the period. Boston Partners owned 1.94% of The Hackett Group worth $13,305,000 at the end of the most recent reporting period. Get The Hackett Group alerts: Other h ...

Boston Partners lifted its holdings in Ero Copper Corp. (NYSE:ERO – Free Report) by 37.5% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 889,154 shares of the company’s stock after acquiring an additional 242,594 shares during the quarter. Boston Partners owned 0.86% of Ero Copper worth $14,979,000 at the end of the most recent quarter. Get Ero Copper alerts: Several other large investors have also recently modified their holdings of ERO. GMT Capital ...

Boston Partners lifted its stake in shares of Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 19.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 586,419 shares of the company’s stock after purchasing an additional 96,300 shares during the period. Boston Partners owned approximately 0.67% of Perella Weinberg Partners worth $11,391,000 at the end of the most recent reporting period. Get Perella Weinber ...

Group 1 - The article emphasizes that Netflix has been a long-term winner in the streaming wars, highlighting the importance of sustained profitability over mere valuation [1] - The author focuses on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers, indicating a strategic investment approach [1] - The article suggests that strong margins, stable and expanding free cash flow, and high returns on invested capital are more reliable drivers of returns than valuation alone [1] Group 2 - The author manages a portfolio publicly on eToro, where they have qualified as a Popular Investor, allowing others to follow their investment decisions in real-time [1] - The interdisciplinary background of the author, which includes Economics, Classical Philology, Philosophy, and Theology, enhances both quantitative analysis and market narrative interpretation [1] - The investment philosophy aims to ensure sufficient assets for freedom in work and life, rather than complete financial independence [1]

Core Insights - The article emphasizes that Netflix has been a long-term winner in the streaming wars, highlighting the importance of sustained profitability over mere valuation [1] Group 1: Investment Philosophy - The focus is on undervalued growth stocks and high-quality dividend growers as key investment strategies [1] - Sustained profitability is identified as a more reliable driver of returns than valuation alone, with indicators such as strong margins, stable and expanding free cash flow, and high returns on invested capital [1] Group 2: Personal Investment Approach - The investment approach is influenced by a diverse academic background, which enhances both quantitative analysis and market narrative interpretation [1] - The goal of investment is framed not as a means to escape work, but to enable freedom in choosing work that aligns with personal expression [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Company Overview - Americold Realty Trust (COLD) is a cold-storage REIT managing 1.4 billion cubic feet of storage globally across 235 warehouses [1] - COLD's stock price has deteriorated by 50.5% year-to-date due to a glut of supply in the market [1] Investment Insights - The company is currently paying dividends, although specific figures are not provided in the text [1]

Core Viewpoint - SoFi Technologies has re-entered the crypto trading market, which is expected to enhance its revenue and customer engagement, especially as the popularity of cryptocurrencies rises among retail investors and financial institutions [1][9][10]. Company Overview - SoFi Technologies has outperformed the S&P 500 this year, with a current market cap of $36 billion and a stock price of $29.72, reflecting a 4.32% increase [3]. - The company has launched crypto trading, becoming the first nationally chartered bank to do so, allowing customers to trade dozens of cryptocurrencies directly on its platform [1][3]. Industry Context - The resurgence of crypto trading aligns with trends observed in other fintech companies like Robinhood and Coinbase, which have seen significant growth in crypto-related revenues [4][5]. - Robinhood reported a 300% year-over-year increase in crypto revenue, while Coinbase achieved 82.8% year-over-year transaction revenue growth in Q3, indicating a strong market for crypto trading [5][6]. Historical Context - SoFi previously offered crypto trading from 2019 until 2023, when it was discontinued due to regulatory pressures associated with becoming a chartered bank [7][10]. - The company had seen a 112% year-over-year increase in SoFi Invest revenue in Q2 2022, attributed in part to crypto trading, but revenue growth slowed to 1% year-over-year in Q1 2024 after the removal of crypto trading [8]. Future Outlook - The reintroduction of crypto trading is expected to attract customers back to SoFi, potentially increasing demand for other financial products like equity and options transactions [11]. - If SoFi can replicate the revenue growth seen by Robinhood, it could significantly boost its financial performance in upcoming quarters, especially given the favorable year-over-year comparisons due to the absence of crypto transactions in previous periods [12][13].

Group 1 - The article provides a market analysis covering major technology companies including Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, and NVIDIA Corporation [1] - It highlights the performance trends and investment opportunities within these companies, indicating a strong interest from investors in the tech sector [1] - The analysis suggests that these companies are well-positioned to capitalize on emerging market trends and technological advancements [1] Group 2 - Microsoft Corporation is noted for its robust cloud services and software solutions, which continue to drive revenue growth [1] - Alphabet Inc Class A is recognized for its dominance in digital advertising and ongoing investments in artificial intelligence [1] - Amazon.com Inc is highlighted for its e-commerce growth and expansion in cloud computing through Amazon Web Services [1] - NVIDIA Corporation is emphasized for its leadership in graphics processing units (GPUs) and its pivotal role in AI and gaming markets [1]

Core Viewpoint - U.S. chipmaker Micron Technology plans to invest 1.5 trillion yen ($9.6 billion) in a next-generation memory manufacturing facility in western Japan to enhance support for artificial intelligence computing [1] Investment Details - The investment amount is 1.5 trillion yen, equivalent to $9.6 billion [1] - The facility will focus on next-generation memory technology [1] Strategic Importance - The new manufacturing facility aims to support the growing demand for artificial intelligence computing [1] - This move indicates Micron's commitment to expanding its capabilities in the AI sector [1]